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Invesco QQQ Trust Series 1

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba Group is trending as investors weigh significant earnings expectations and optimism surrounding high-stakes trade discussions during a major executive visit to China. The community remains deeply divided, with bulls highlighting the stock's long-term AI and cloud infrastructure potential while bears maintain a cautious outlook based on recent performance and valuation concerns.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following an exclusive agreement to supply the Tokyo-172 strain of BCG in the U.S., a move investors view as a pivotal strategy to bypass supply bottlenecks and accelerate Anktiva-based treatments. The community is actively discussing this news alongside leadership shakeups at the FDA, with many retail investors interpreting the alignment of supply chain control and regulatory restructuring as a significant catalyst for future growth.

Gensyn, the Network for Machine Intelligence, is an open infrastructure layer for AI. It provides the foundational infrastructure AI needs to operate at scale, including compute, data, and information exchange, by enabling both humans and machines to participate in open digital markets. Built with native support for AI communication, identification, and verification, Gensyn serves as the economic backbone for continual learning over new decentralised AI models and applications, without centralised control.  Gensyn is backed by a16z crypto, CoinFund, Galaxy Digital, Eden Block, Maven 11, and more. For more information, visit http://gensyn.ai

Gensyn

Gensyn is capturing significant community attention following its recent listings on major cryptocurrency exchanges like Coinbase and Binance. Investors are actively discussing the token's potential role in the expanding artificial intelligence sector, driven by enthusiasm for its decentralized machine intelligence protocol and optimistic sentiment regarding future adoption.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Macy`s Inc

Macy's Inc

Macy's is experiencing significant market interest following a Q2 earnings beat and raised full-year guidance, which has spurred optimism regarding the effectiveness of its turnaround strategy. The community is actively debating the stock's potential for a sustained rally against broader retail sector headwinds, with many traders closely monitoring the real estate valuation and store optimization progress.

Lynas Rare Earths Ltd. engages in the production of rare earth minerals. It focuses on the exploration, development, mining, and processing of rare earth deposits. The company was founded by Nicholas Anthony Curtis on May 23, 1983 and is headquartered in Perth, Australia.

Lynas Rare Earths Limited

Lynas Rare Earths is seeing significant investor attention driven by rising geopolitical demand for non-Chinese critical mineral supply chains, underscored by its strategic expansion into U.S.-based processing and defense-focused production. The community is actively monitoring institutional sentiment, the company's role as the largest producer outside of China, and its progress in fulfilling critical off-take agreements to secure supply for high-growth sectors like electric vehicles and defense.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is facing intense scrutiny as investors debate the impact of leadership's decision to slow Ethereum accumulation and its overall correlation with crypto market volatility. Community members are divided, with some betting on undervalued potential and share buyback programs while critics express frustration over price underperformance and dilution concerns.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing increased investor optimism as strong fundamentals, improved medical care ratios, and rotation out of volatile sectors drive the stock toward recovering its past highs. The community is actively debating the significance of institutional buying and Berkshire Hathaway's recent exit, with many bulls viewing current dips as strategic entry points for long-term growth.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is facing intense selling pressure as investors react to the stock's significant decline and ongoing concerns regarding broadband subscriber growth. While some in the community highlight the stock's low P/E valuation and aggressive share buyback strategy as signs of a potential long-term value play or short squeeze candidate, others are cautious due to the company's substantial debt load and stiff competition.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant upward momentum as investors speculate on a rotation into software stocks, further fueled by recent disclosures that the former President has established a substantial position in the company. The community is actively discussing the stock's role as a mission-critical platform for enterprise AI and workflows, debating whether this strength signals a sustainable trend or a temporary relief rally.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility as investors debate the impact of potential tariff relief and broader retail sector rotation versus persistent concerns over consumer discretionary spending. The community remains deeply divided, with many traders accumulating shares on dips in anticipation of an earnings-driven recovery while others remain cautious due to recent downward momentum and insider activity.

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Notable ETF Outflow Detected - XLF, COF, CB, PGR

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Financial Select Sector SPDR Fund (Symbol: XLF) where we have...

<ul class="summary-bullets"><li>Nearly half of respondents in a Stocktwits poll believe the legislation will pass both chambers of Congress this year.</li><li>About one-third of retail traders surveyed said they do not expect meaningful crypto legislation to become law in 2026.</li><li>Banking industry groups are lobbying lawmakers to tighten stablecoin yield provisions in the latest draft of the bill.</li></ul>The Senate Banking Committee is expected to hold its CLARITY Act hearing on Thursday, with most retail traders expecting the bill to fly through the Senate and the House. However, some believe “nothing meaningful” is going to get done in 2026 even if the bill is advanced.An ongoing Stocktwits poll showed that 49% of 3,700 respondents believe the CLARITY Act will pass both chambers this year, despite the bill being in limbo since January. Lawmakers, crypto firms, and banking lobby groups have been debating over the clauses in the CLARITY Act, especially those pertaining to stablecoin yield.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_100436_png_e38016a098.webp" alt="Screenshot 2026-05-13 100436.png" width="840" height="534"><figcaption>Results of an ongoing Stocktwits poll asking traders whether the CLARITY Act will be able to clear both the Senate and the House on May 13 as of 9:55 a.m. ET | Source: Stocktwits</figcaption></figure>A retail trader on Stocktwits stated that there was “zero” chance of the CLARITY Act passing given how the vote to confirm Kevin Warsh as the next Federal Reserve chair played out. He is slated to take on his new position on Thursday with current Fed chair Jerome Powell stepping down.<stembedurl>https://www.stocktwits.com/BubblyBank/message/653157713</stembedurl><h2 class="st-heading-2">Ethics Clause Remains The Central Obstacle</h2>Around 14% of the respondents expect the Senate to advance the bill but see the House stalling. A smaller 7% think the Senate Banking Committee advances the bill but the full Senate punts, suggesting some skepticism that momentum at the committee level translates to a floor vote.Both scenarios are possible given that the Democrats have&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-could-collapse-without-ethics-provision-says-senator/cZQzXgqReOo">repeatedly stated</a> they will not pass the bill if it does not have an ethics clause restricting members of Congress, senior administration officials, presidents or vice presidents from trading in the cryptocurrency market.<h2 class="st-heading-2">Retail Traders Divided On Crypto Bill Outlook</h2>Around one-third of the respondents said they expect “nothing meaningful” to get done in 2026 despite the broad industry enthusiasm surrounding the markup.The landscape remains uncertain ahead of the markup with the American Bankers Association (ABA) members on Tuesday&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/banks-carpetbomb-senate-kill-crypto-yield-clarity-act/cZXLLPlRe0m">reportedly</a> sending over 8,000 letters to Senate offices, urging lawmakers to tighten stablecoin yield restrictions in the CLARITY Act ahead of the markup. The move came after a 309-page draft of the bill was&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/senate-unveils-309-page-clarity-act-ethics-deadlock-could-sink-vote/cZXX9TRReLu">made public</a> on Monday night.&nbsp;Meanwhile, Coinbase (COIN) CEO Brian Armstrong said he is "<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-drops-after-price-target-cuts-on-q1-earnings-miss/cZX21SsReXA">confident</a>" a markup happens in May and forecast a Senate floor vote in early summer. If the CLARITY Act passes the Senate, it would advance to reconciliation with House and other committee versions before presidential signature.<h2 class="st-heading-2">Crypto Stocks Fall Ahead Of CLARITY Act Markup Amid PPI Shock</h2><a href="https://stocktwits.com/symbol/COIN/">COIN’s stock</a> fell 4.5% in morning trade on Wednesday amid broader weakness in the cryptocurrency and equity markets after the annual spike in wholesale inflation was reported to be the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ppi-inflation-triples-btc-wobbles-near-80-k-after-63-million-wipeout/cZXLkx2Re0x">highest in four years</a> and the monthly increase was triple what Wall Street expected.On Stocktwits, retail sentiment around COIN’s stock trended in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.&nbsp;Coinbase has a 50/50 revenue sharing agreement with Circle Internet Group (CRCL) for the USDC (USDC) stablecoin. The language in the CLARITY Act could impact how both companies offer rewards and interest on stablecoin deposits, as well as stablecoin activity.<a href="https://stocktwits.com/symbol/CRCL">CRCL’s stock</a> fell around 2.8% in morning trade, with retail sentiment also trending in the ‘bullish’ zone over the past day. Chatter stayed at ‘extremely high’ levels. Meanwhile, sentiment around its&nbsp;<a href="https://stocktwits.com/coins/usd-coin">USDC stablecoin</a> trended in ‘neutral’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ppi-inflation-triples-btc-wobbles-near-80-k-after-63-million-wipeout/cZXLkx2Re0x">Bitcoin Slips Below $80K After PPI Data Triples Forecast, Adding To Inflation Fears</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Representative image of the Capitol overlayed with market data. (Photo by Douglas Rissing/Getty Images)

Retail Traders Are Cautiously Optimistic On CLARITY Act — But 30% Say Nothing Gets Done

The Senate Banking Committee is expected to hold its CLARITY Act markup hearing on Thursday.

Cryptocurrency

The Senate Banking Committee is expected to hold its CLARITY Act markup hearing on Thursday.


<ul class="summary-bullets"><li>American Bankers Association (ABA) members&nbsp;reportedly&nbsp;sent over 8,000 letters to Senate offices urging tighter stablecoin yield rules ahead of Thursday’s CLARITY Act markup, according to Eleanor Terrett.</li><li>Senators Reed and Smith filed an amendment with the banks’ preferred “economically or functionally equivalent” yield language, per Punchbowl’s Brendan Pedersen.&nbsp;</li><li>Senator&nbsp;Elizabeth&nbsp;Warren opposed the 309-page bill, citing zero ethics provisions and over a billion crypto gains for the Trump family.</li></ul>American Bankers Association (ABA) members have reportedly sent over 8,000 letters to Senate offices, urging lawmakers to tighten stablecoin yield restrictions in the Digital Asset Market&nbsp;CLARITY&nbsp;Act ahead of Thursday's Senate Banking Committee markup.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/EleanorTerrett/status/2054347499813356020?s=20">According</a> to journalist Eleanor Terrett, there was no “separate phone call campaign” by the banking industry, “urging lawmakers to fix the stablecoin yield compromise.” The pressure is focused on a single contested phrase.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/EleanorTerrett/status/2054347499813356020?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_at_5_58_44_AM_png_00a22e43bb.webp" alt="Screenshot 2026-05-13 at 5.58.44 AM.png" width="890" height="364"></a><figcaption>Reporter Eleanor Terrett on American Bankers Association's letters. Source: @EleanorTerrett/x</figcaption></figure>Moreover,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BrendanPedersen/status/2054366996507029568?s=20">according</a> to Punchbowl’s Brendan Pedersen, Senators Jack Reed (D-RI) and Tina Smith (D-MN.) allegedly also filed an amendment ahead of Thursday's markup that will force senators to choose between cryptocurrency and banks. The amendment would include the bank's changes to stablecoin yield restrictions, making it a tough vote for bank-friendly Republicans, said Pedersen.<figure class="image"><a class="st-link-external" href="https://x.com/BrendanPedersen/status/2054366996507029568?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_at_4_21_09_AM_png_8604e7d6f4.webp" alt="Screenshot 2026-05-13 at 4.21.09 AM.png" width="445" height="553"></a><figcaption>Reporter Brendan Pedersen on CLARITY Act mark up. Source: @BrendanPedersen/x</figcaption></figure><h2 class="st-heading-2">The Stablecoin Yield Fight Intensifies</h2>ABA previously argued that permitting stablecoin issuers to offer yield&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/white-house-stablecoin-model-asking-the-wrong-question-says-bankers/cZJ8TobRIul">could accelerate</a> deposit outflows from banks, particularly smaller and community-based institutions. Allowing yield could raise the stablecoin market from around $300 billion today to as much as $2 trillion, the banking lobby warned.The current bill is the result of a compromise reached by&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-to-get-fast-tracked-says-senator-thom-tillis/cZBABcnReEJ">senators Thom Tillis&nbsp;</a>(R-NC) and Angela Alsobrooks (D-MD) to prohibit stablecoin issuers and affiliated cryptocurrency firms from paying interest.According to the<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://aba.com/advocacy/policy-analysis/letter-re-yield-on-stablecoins"> joint letter</a> by ABA, banks are looking to change the current text&nbsp;to be&nbsp;“economically or functionally equivalent.” They said the current rendition leaves room for a broader standard that could include the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/banks-push-back-clarity-act-stablecoin-rewards-loopholes/cZQzTJHRean">cashback-style rewards</a> programs. "Thursday is Thursday, and there are 24 members who will opine, and we still have 76 members left to go before this thing is finished," according to one banking leader,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/sander_lutz/status/2054292123868942431?s=20">reported</a> journalist Sander Lutz.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/sander_lutz/status/2054292123868942431?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_13_at_5_55_11_AM_png_c18eff9d82.webp" alt="Screenshot 2026-05-13 at 5.55.11 AM.png" width="884" height="1092"></a><figcaption>Reporter Sander Lutz on bank lobby. Source: @sander_lutz/x</figcaption></figure><h2 class="st-heading-2">Warren's Ethics Provision Pushback</h2>The&nbsp;CLARITY&nbsp;Act text, a 309-page manager’s amendment issued shortly after midnight Monday by Chairman Tim Scott (R-SC),&nbsp;Senator Cynthia Lummis (R-WY.), and Tillis, also faces pushback from the panel’s ranking Democrat.&nbsp;Warren&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-crypto-fortune-surpasses-mar-a-lago-djt-stakes-amid-clarity-act/cZXX1iBRein">said the bill</a> “stunningly includes zero provisions” to address ethical issues she linked to President Donald Trump’s family, pointing to over billions in crypto-related profits over the past year.&nbsp;The crypto industry has made the CLARITY Act the battleground to continue stablecoin reward programs with Coinbase (COIN) and Circle (CRCL) leading the way. Coinbase CEO Brian Armstrong has&nbsp;reportedly been making the rounds on Capitol Hill to iron out the issue.<h2 class="st-heading-2">Retail Users Are Optimistic</h2>Retail traders are bullish on the CLARITY Act, with 49% of 3,500 participants in&nbsp;an ongoing&nbsp;poll on Stocktwits predicting the bill passes both chambers in 2026. Another 14% see the Senate clearing it while the House stalls, and just 7% are betting on a Senate Banking advance followed by a full-chamber punt.&nbsp;However, nearly one-third&nbsp;believe nothing meaningful will happen.&nbsp;<figure class="image"><a href="https://stocktwits.com/StocktwitsPolls/message/653084156"><img src="https://news.stocktwits-cdn.com/image_18_png_1d3ff2de7a.webp" alt="image (18).png" width="1288" height="672"></a><figcaption>Stocktwits poll on CLARITY Act markup.&nbsp;</figcaption></figure>One user on the platform said the CLARITY Act has “zero” chance of passing, pointing to the fact that only one Democrat voted for Kevin Warsh in the Senate as evidence that the bill will not get the seven Democratic votes it needs.<stembedurl>https://www.stocktwits.com/BubblyBank/message/653157713</stembedurl>Committee members&nbsp;have until the end of the business day on Wednesday to file amendments. So far, the markup is tentatively scheduled for Thursday, May 14.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-slides-after-michael-saylor-pushes-semi-monthly-strc-dividends/cZXXjMTReiA">MSTR Stock Slides After Michael Saylor Pushes Semi-Monthly STRC Dividends</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Sitting a top a hill, all roads in the District Of Columbia lead towards the US Capitol, as the sun sets on April 22, 2026 in Washington, DC.  (Photo by Al Drago/Getty Images

Banks Carpet-Bomb Senate With Over 8,000 Letters To Kill Crypto Yield Before Final CLARITY Act Markup: Report

The bill stems from a Tillis-Alsobrooks compromise barring stablecoin issuers and affiliated crypto firms from paying interest.

<ul class="summary-bullets"><li>Analysts at JPMorgan, Benchmark, Deutsche Bank, Mizuho, and Clear Street raised price targets on Circle and Coinbase following recent earnings results.</li><li>Wall Street analysts said they increasingly view stablecoins and crypto infrastructure services as long-term growth drivers for both companies.</li><li>However, the broader equity market was pressured after core CPI inflation came in above forecasts for April.</li></ul>Shares of Circle Internet Group (CRCL) and Coinbase Global (COIN) dipped in morning trade on Tuesday despite getting a slew of price hikes from Wall Street on stablecoin momentum amid broader market weakness driven by hotter-than-expected core consumer price index (CPI) data.<a href="https://stocktwits.com/symbol/CRCL">CRCL’s stock</a> fell over 4% in morning trade, but retail sentiment around the USDC (USDC) stablecoin issuer on Stocktwits remained in ‘bullish’ territory over the past day. Chatter stayed at ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_101809_png_3248bfd0f0.webp" alt="Screenshot 2026-05-12 101809.png" width="1262" height="136"><figcaption>CRCL retail sentiment and message volume on May 12 as of 9:55 a.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/COIN/">COIN’s stock</a> fell over 3% after market open, and also saw retail sentiment trending in ‘bullish’ territory over the past day. Chatter remained at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_12_101756_png_e101d9e447.webp" alt="Screenshot 2026-05-12 101756.png" width="1266" height="140"><figcaption>COIN retail sentiment and message volume on May 12 as of 9:55 a.m. ET | Source: Stocktwits</figcaption></figure>The pullback came after April consumer price index data&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-consumer-inflation-april-2026-cpi-report/cZXXfE8Rei2">showed</a> inflation pressures remaining elevated. Headline CPI rose 0.6% in April and 3.8% from a year earlier, in line with expectations. Core CPI, which excludes food and energy prices, increased 0.4% for the month, above Dow Jones estimates of 0.3%, according to MarketWatch&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketwatch.com/economy-politics/calendar">data</a>. Annual core inflation came in at 2.8%, also above Wall Street forecasts of 2.7%.Both headline and core inflation remain above the Federal Reserve’s long-term 2% target.<h2 class="st-heading-2">&nbsp;Hot CPI Data Pressures Stocks, Crypto Stays Steady</h2>The U.S. equities market took a dive, while the cryptocurrency market held steady after the CPI report. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) dropped 0.4%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.66%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.64% lower. Retail sentiment around SPY on Stocktwits trended in ‘bullish’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;Meanwhile, the overall cryptocurrency market edged just 0.4% lower in the last 24 hours, in tandem with Bitcoin’s (BTC) drop in price.&nbsp;<a href="http://stocktwits.com/coins/bitcoin">BTC’s price</a> was trading at around $80,600 at the time fo writing. Retail sentiment around the apex cryptocurrency on Stocktwits trended in ‘neutral’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<h2 class="st-heading-2">Wall Street Raises Targets On Circle, Coinbase</h2>Benchmark raised its price target on COIN’s stock to $270 from $260 while maintaining a ‘Buy’ rating. The firm said Coinbase is emerging from the recent crypto market downturn with stronger market share, growing stablecoin exposure, and ambitions to become an “everything exchange.”Mizuho also lifted its Coinbase target to $200 from $170 while maintaining a ‘Neutral’ rating.Analysts were similarly optimistic on Circle following the company’s quarterly results and continued USDC growth. Deutsche Bank raised its price target on Circle to $101 from $83 while keeping a ‘Hold’ rating, describing the company’s first-quarter performance as “reasonably good.”Mizuho increased its target on Circle to $135 from $120 and reiterated a ‘Neutral’ rating. Meanwhile, JPMorgan raised its target to $155 from $112 and maintained an ‘Overweight’ rating. The bank said Circle’s revenue shortfall in the quarter was outweighed by its longer-term strategic positioning in stablecoins and digital payments infrastructure.“The company’s results demonstrate the more resilient nature of stablecoins relative to broader digital asset markets,” JPMorgan analysts wrote, pointing to continued growth in USDC circulation and transaction volume.<h2 class="st-heading-2">Stablecoin Adoption Remains The Key Bull Case</h2>Clear Street also raised its target on Circle to $157 from $152 and reiterated a ‘Buy’ rating, even after describing the company’s quarterly results as soft.The firm argued that Circle is increasingly evolving beyond a pure cryptocurrency business. Analysts pointed to the company’s Arc layer-1 network initiative, expanding USDC ecosystem, and growing infrastructure partnerships as signs that Circle is positioning itself as a broader financial infrastructure provider.CRCL’s stock has gained nearly 60% this year, while COIN’s stock has fallen nearly 9% – more than Bitcoin’s price drop of around 8%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-markup-would-validate-bitcoin-strc-mstr-on-a-global-scale/cZXXQuCReiP">Michael Saylor Says CLARITY Act Markup Could Unlock ‘Next Wave’ Of Digital Capital</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Coinbase logo is displayed on a mobile phone with crypto coins in this photo illustration in Brussels, Belgium, on February 11, 2026. (Photo by Jonathan Raa/NurPhoto via Getty Images)

CRCL, COIN Stocks Dip After Hot CPI Data Overshadows Analyst Price Target Hikes

Shares of Circle and Coinbase declined Tuesday morning despite receiving multiple Wall Street price target increases tied to stablecoin growth expectations.

<ul class="summary-bullets"><li>XYZ stock jumped on Friday after the company posted record first-quarter results and raised full-year 2026 guidance.</li><li>Chief Executive Jack Dorsey said the company is focused on building “proactive” AI products, with Moneybot rolling out across Cash App and Managerbot expanding to more than one million Square sellers.</li><li>Goldman Sachs, Citi, and Keefe Bruyette all raised price targets on XYZ stock following the earnings report.</li></ul>Block Inc. (XYZ) shares surged roughly 10% in pre-market trade on Thursday after the Jack Dorsey-led fintech reported a record-breaking first quarter. Wall Street analysts rushed to raise price targets, but at least one major firm is pushing back on the enthusiasm.The San Francisco-based company, which operates Cash App, Square, and Afterpay, posted adjusted earnings per share (EPS) of $0.85, beating the consensus estimate of $0.68 on Koyfin. Revenue came in at $6.06 billion, just a whisker's gap above the expected $6.03 billion.Block also raised its full-year 2026 guidance, now targeting $12.33 billion in gross profit, representing 19% growth, along with $3.85 in adjusted diluted EPS.<a href="https://stocktwits.com/symbol/XYZ/">XYZ’s stock</a> rose over 10% in pre-market trade, before trimming gains to around 8% at market open. Retail sentiment on Stocktwits around the stock rose to ‘bullish’ from ‘neutral’ territory over the past day. Chatter rose to ‘extremely high’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_08_093427_png_7918f9626d.webp" alt="Screenshot 2026-05-08 093427.png" width="1282" height="144"><figcaption>XYZ retail sentiment and message volume on May 8 as of 8:55 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Wall Street Raises Price Targets After Earnings Beat</h2>Piper Sandler raised its price target to $58 from $51 following the results but kept its ‘Underweight’ rating, the equivalent of a sell recommendation, as per TheFly.The firm stated that Block "certainly picked up operating leverage via its recent restructuring and focus on agentic product development and back office workflows," but said it "remains skeptical of the company's lofty growth targets and the sustainability of recent margin expansion."Meanwhile, Goldman Sachs raised its price target on Block to $95 from $86 and kept a ‘Buy’ rating on the shares. Citi raised its price target to $100 from $85 and also kept a ‘Buy’ rating on XYZ’s stock, while Keefe Bruyette raised its price target to $90 from $85 and kept an ‘Outperform’ rating.The gap between Piper's $58 target and Citi's $100 target reflects a genuine disagreement on Wall Street over Block's AI-driven efficiency gains.&nbsp;<h2 class="st-heading-2">Jack Dorsey’s Bet On AI</h2>In the shareholder letter, Dorsey said the company is focused on building AI products that move beyond basic assistants. “Most AI products today are assistants or advisors: a human asks, AI answers,” Dorsey wrote. “We think the next step is AI that is proactive.”Cash App now includes “Moneybot,” while “Managerbot” is being deployed to more than one million Square sellers ahead of a broader U.S. rollout expected in June. According to Block, early engagement metrics showed Cash App users were five times more likely to return to Moneybot after taking a recommended action, while sellers who interacted with Managerbot sessions driven by insights returned at rates 33% higher than those of normal users.“You can imagine setting up agentic commerce and agents to purchase things on your behalf from your vendors because it's either on a regular basis or it's triggered by certain inventory or certain demand or certain trends,” Dorsey said.Beyond AI, monthly transacting actives on Cash App rose 4% year over year to 59 million users, while Primary Banking Actives increased 18% to 9.7 million. Inflows per transacting active climbed 10% to $1,494.<h2 class="st-heading-2">Bitcoin Weighs On Block’s Balance Sheet</h2>Despite the strong operational quarter, cryptocurrency-related accounting losses weighed on Block’s bottom line. The company recorded a $173 million Bitcoin remeasurement loss during the quarter.Block also continued expanding its Bitcoin-related services despite softer crypto trading activity. The company reduced Bitcoin transaction fees and expanded Square Bitcoin payments into retail and service businesses.The company framed the fee cuts as part of a broader strategy to make Block more competitive in digital asset payments. Business Lead Owen Jennings said on the earnings call that the company aims to become “the simplest, cheapest and most accessible platform out there” for Bitcoin users.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell 1.45% in the last 24 hours to around $79,600, dipping below its key support level of $80,000. Retail sentiment around the apex cryptocurrency on Stocktwits continued to trend in ‘bullish’ territory over the past day, accompanied by ‘high’ levels of chatter.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">Tom Lee Says BMNR May Pull Back On Ethereum Buys – ‘There’s Other Things To Be Doing In Crypto Right Now’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Jack Dorsey creator, co-founder, and Chairman of Twitter and co-founder & CEO of Square speaks on stage at the Bitcoin 2021 Convention on June 04, 2021 in Miami, Florida. 

XYZ Stock Surges On Price Target Hikes After Earnings Beat, Guidance Raise – But One Analyst Remains 'Skeptical' 

Piper Sandler raised its price target on Block but maintained an ‘Underweight’ rating, questioning whether recent margin expansion can be sustained.

XYZ Stock Jumps After Block's Record Quarter, But One Analyst Remains 'Skeptical' 

<ul class="summary-bullets"><li>Piper Sandler, Clear Street, Barclays, and Bank of America all lowered their price targets on Coinbase following the earnings report.</li><li>Retail traders on Stocktwits said they were surprised Coinbase shares did not fall more sharply after earnings, especially compared with Robinhood’s post-earnings selloff.</li><li>Coinbase also experienced a major overnight outage tied to an AWS disruption that affected crypto services globally.</li></ul>Shares of Coinbase (COIN) dumped in early-morning trade on Friday after a slew of price targets from Wall Street, following the company posted a quarterly loss and first-quarter earnings miss.&nbsp;Clear Street, Barclays, Piper Sandler, and Bank of America (BofA) all trimmed their outlook on COIN’s performance, as per TheFly. The company reported a loss of $1.49 per share, while Wall Street was expecting earnings of $0.04 per share, according to Koyfin data. Revenue came in at $1.41 billion, missing analyst estimates of $1.47 billion.&nbsp;<a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> dropped as much as 3% in pre-market trading, while retail sentiment on Stocktwits around the company trended in ‘neutral’ territory, with ‘high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_08_072355_png_d3507bb2e8.webp" alt="Screenshot 2026-05-08 072355.png" width="1282" height="134"><figcaption>COIN retail sentiment and message volume on May 8 as of 7:05 a.m. ET | Source: Stocktwits</figcaption></figure>Some retail traders on the platform were surprised that COIN’s stock didn’t take a bigger hit, considering that Robinhood (HOOD) shares saw a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hood-stock-falls-after-target-cuts-on-q1-miss-shares-already-bottomed/cZBAb8fRe3A">much bigger drop</a> after their first quarter (Q1) earnings missed Wall Street’s expectations and revenue from cryptocurrency trading dipped.<stembedurl>https://www.stocktwits.com/Alchemisttt/message/652702062</stembedurl><stembedurl>https://www.stocktwits.com/Dividendenkoenig/message/652702143</stembedurl><h2 class="st-heading-2">Wall Street Cuts Price Targets After Weak Quarter</h2>Clear Street analyst Owen Lau cut the price target on COIN’s stock to $244 from $277 and maintained a ‘Buy’ rating. The firm said weaker subscription and services revenue weighed on results, though it “green shoots” for Coinbase in the form cost controls and improving regulatory clarity as potential positives moving forward.BofA also trimmed its target to $218 from $234 while reiterating a ‘Buy’ rating. The bank said higher technology and development spending, combined with softer trading activity, contributed to the earnings miss. However, it said Coinbase’s efforts to diversify beyond trading revenue remain encouraging.Meanwhile, Barclays lowered its target to $107 from $140 and kept an ‘Underweight’ rating on the shares. The firm said transaction revenue trends remained weaker than expected, even with contributions from prediction markets and retail derivatives trading.Piper Sandler cut its price target on Coinbase to $170 from $180 and kept a ‘Neutral’ rating on the shares.<h2 class="st-heading-2">Coinbase Misses Q1 Earnings On Crypto Weakness</h2>Coinbase’s earnings reflected weaker trading activity across the crypto market during the quarter. Transaction revenue fell 40%, while subscription and services revenue, which includes products outside traditional trading, declined 13.5% from a year earlier.“Macro conditions were genuinely tough,” Coinbase chief financial officer Alesia Haas told investors during the earnings call. “Total crypto market cap and total crypto trading volume were both down more than 20% quarter-over-quarter.”The softer results came during a period of declining digital asset prices and lower retail trading participation. Consumer trading volumes dropped 36% quarter-over-quarter, according to BofA.<h2 class="st-heading-2">AWS Outage Adds To Investor Concerns</h2>Coinbase also faced operational challenges overnight after a major Amazon Web Services (AWS) outage disrupted crypto-related services globally for more than five hours. The outage added another layer of concern for investors already focused on slowing trading activity and weaker quarterly results.&nbsp;<stembedurl>https://www.stocktwits.com/Jumpinjackflash33/message/652700848</stembedurl>Bitcoin (BTC) <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-drops-below-80-k-support-after-us-iran-love-tap/cZX203tReXo">struggled to hold onto $80,000</a> in Thursday morning after military fire was exchanged between the U.S. and Iran, casting doubt on the peace deal hopes that fueled market momentume earlier this week. At the time of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> has recovered to around $80,200, still down 0.9% in the last 24 hours. Retail sentiment around the apex cryptocurrency on Stocktwits remained in ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">Tom Lee Says BMNR May Pull Back On Ethereum Buys – ‘There’s Other Things To Be Doing In Crypto Right Now’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

COIN Stock Drops After Wall Street Price Target Cuts On Q1 Earnings Miss – Retail Traders Say HOOD Had It Worse

The company posted a quarterly loss of $1.49 per share, while analysts had expected earnings of $0.04 per share.

<ul class="summary-bullets"><li>Abel added that he is excited about the depth of Berkshire’s team, stating that the world needs to see and hear from them more often.</li><li>He also stated that the spike in energy prices due to the Iran war led to an immediate increase in input costs for Berkshire’s chemical businesses.</li><li>Abel added that, despite the rise in input costs, it will take some time for those costs to be reflected in the company’s pricing for customers.</li></ul>Berkshire Hathaway Inc. (BRK.A, BRK.B) CEO Greg Abel revealed on Friday that the company’s annual shareholder meeting will be a little different.During an interview with CNBC, Abel stated that Berkshire will introduce a few other managers of the company.“What we want is to… on stage, let all the owners, all the shareholders… those watching CNBC, start to see the depth of management,” Abel added.This will be Abel’s first annual general meeting of Berkshire Hathaway as its CEO. Abel succeeded Warren Buffett at the beginning of this year.<a href="https://stocktwits.com/symbol/BRK.B">Berkshire Hathaway’s Class B shares</a> were up nearly 0.3% in Friday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.<h2 class="st-heading-2">Why Does Abel Want Berkshire Shareholders To Meet Managers?</h2>Abel added that he is excited about the depth of Berkshire’s team, stating that the world needs to see and hear from them more often.“That’s something I’m so excited by. When Warren made the announcement last May, the first thing he did was pull together the senior team… the senior leaders on the insurance side,” Abel said, adding that it was a small meeting in Omaha that included him, Buffett, Ajit Jain, and five other managers.He also stated that Berkshire has a wealth of experience across the board, on both insurance and non-insurance sides. Abel added that he wants Berkshire’s shareholders to meet them and hear what the company’s managers do every day.Berkshire’s annual meeting is scheduled for May 2, 2026, starting at 8 a.m. ET.<h2 class="st-heading-2">Iran War Led To Immediate Increase In Input Costs, Says Abel</h2>Abel added that the spike in energy prices due to the Iran war led to an immediate increase in input costs for Berkshire’s chemical businesses.“Fortunately, we do have teams… it can be a variety of things that surface on a daily, quarterly, annual basis… it’s heads down and we’re going to work our way through this,” he said.Abel added that despite the rise in input costs, it will take some time for them to reflect in the company’s pricing for customers.“There’s a way to adjust the price perfectly and fairly for both customers and us, but that takes time. I would say the biggest thing is we see some immediate increase in the input costs across certain businesses,” Abel said.The Iran war is currently in its third month, and there is an indefinite ceasefire in place between the U.S., Israel, and Iran. Crude oil prices have surged since the war began in February, with U.S. West Texas Intermediate (WTI) futures having surged nearly 57% so far.Abel highlighted LiquidPower Specialty Products Inc. (LSPI) as one of the impacted businesses due to the soaring energy prices. LSPI produces chemical additives used in the pipeline industry to transport crude and refined products.<a href="https://stocktwits.com/symbol/BRK.B">BRK.B stock</a> is down 6% year-to-date and 11% over the past 12 months. The iShares U.S. Financial Services ETF (IYG) is up 13% over the past 12 months, while the State Street Financial Select Sector SPDR ETF (XLF) is up 7%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qualcomm-ceo-cristiano-amon-banks-ai-agents-create-demand/cZBMWXBRe4y">Qualcomm CEO Cristiano Amon Banks On AI Agents To Create Demand For Tokens Across Phones, PCs, Cars</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Greg Abel, CEO of Berkshire Hathaway Energy, and Andrea Abel walk to a morning session at the Allen & Company Sun Valley Conference

Berkshire Hathaway CEO Greg Abel Reveals This Year’s Meeting Will Be A Little Different

During an interview with CNBC, Abel stated that Berkshire will introduce a few other managers of the company.

Equity

<ul class="summary-bullets"><li>CUSHY is built across Ethereum, Solana, and Base, with Northern Trust as administrator and Coinbase Prime as custodian.</li><li>The fund’s launch comes amid U.S. lawmakers debating whether stablecoin platforms should be allowed to offer yield directly to users.</li><li>CUSHY’s structure as a credit fund may allow it to operate outside proposed restrictions tied to stablecoin interest payments.</li></ul>Coinbase (COIN) shares rose on Thursday after the company launched a tokenized credit fund, and its structure may insulate it from one of the most contentious debates in crypto regulation.The fund, called CUSHY, targets yield from lending to digital asset borrowers. Shares are tokenized on Ethereum (ETH), Solana (SOL), and Base. Northern Trust handles administration. Coinbase Prime serves as custodian.<a href="https://stocktwits.com/symbol/COIN/">COIN’s stock</a> rose 3.7% in midday trade. On Stocktwits, retail sentiment around the company remained in ‘neutral’ territory, accompanied by ‘high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_30_122534_png_9c179217a6.webp" alt="Screenshot 2026-04-30 122534.png" width="1248" height="125"><figcaption>COIN retail sentiment and message volume on April 30 as of 12:15 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> edged 0.5% lower in the last 24 hours, unable to climb back above $2,300. It led losses among crypto majors, followed by&nbsp;<a href="https://stocktwits.com/coins/solana">Solana</a>, which edged 0.2% lower in the last 24 hours. The overall cryptocurrency market moved 0.5% higher, in tandem with&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin</a> (BTC).&nbsp;Retail sentiment around Solana on Stocktwits fell to ‘bearish’ from ‘neutral’ territory over the past day, accompanied by chatter at ‘high’ levels. Meanwhile, retail sentiment around Ethereum continued to trend in ‘bearish’ territory over the past day, with chatter at ‘normal’ levels.&nbsp;<h2 class="st-heading-2">CUSHY Might Be A New Way For Coinbase To Earn Yield</h2>The fund targets yield by lending capital to borrowers in the digital asset economy, which includes companies and institutions that rely on stablecoins to move money. Stablecoins are dollar-pegged digital currencies that have become the dominant settlement layer for cryptocurrency transactions, processing more than $33 trillion in volume last year, surpassing Visa.&nbsp;The launch comes as the Senate is deadlocked over whether stablecoin holders themselves should be allowed to earn yield. The Banking Committee's January draft of the CLARITY Act would prohibit digital asset service providers from paying interest on stablecoin balances directly, a provision banks have pushed hard for, viewing yield-bearing stablecoins as deposit competition.&nbsp;CUSHY is not a stablecoin product. It is a credit fund. Rather than paying yield on a stablecoin balance, it lends to borrowers and distributes returns through a regulated fund structure, a distinction that likely places it outside the scope of what CLARITY is targeting.If the bill passes with stablecoin yield restrictions intact, CUSHY's structure would remain largely unaffected. If it stalls, the fund operates under the same regulatory ambiguity that has governed institutional crypto credit for years. Galaxy Digital puts the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.galaxy.com/insights/research/clarity-act-update-final-push">odds of passage</a> at roughly 50-50.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/robinhood-cfo-says-gold-membership-built-on-costco-amazon-playbook/cZBM9AtRe4Z">EXCLUSIVE: Robinhood CFO Says Gold Membership Built On Costco, Amazon Prime, Uber Playbook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Monitors display Coinbase signage during the company's initial public offering (IPO) at the Nasdaq market site April 14, 2021 in New York City. 

COIN Stock Rises After ‘CUSHY’ Launch – Coinbase Targets Crypto Lending Yield Amid Stablecoin Debate

Coinbase’s new fund generates yield by lending to borrowers in the digital asset ecosystem rather than paying interest on stablecoin balances.

Forget Geopolitics: Bet on Earnings Growth & Invest in These Sector ETFs

Strong Q1 earnings momentum continues as S&P 500 firms beat estimates. Tech, Energy lead growth; full-year 2026 outlook stays robust.

<ul class="summary-bullets"><li>Robinhood CFO Shiv Verma told Stocktwits that retail participation remains “healthy” despite the broader macro backdrop, with consistent user activity.</li><li>He added that April trading activity is tracking toward one of the strongest months in company history.</li><li>Verma said prediction markets are on track to hit $3 billion for the month.</li></ul>Robinhood (HOOD) CFO Shiv Verma told Stocktwits on Tuesday that while the stock price has fallen nearly 15% on missed first-quarter earnings, the company is “winning” when it comes to expanding its user base.<a href="http://stocktwits.com/symbol/HOOD">HOOD’s stock</a> fell as much as 14.5% in midday trade on Wednesday, wiping out April gains if the losses hold till market close. The downswing came after the company reported adjusted earnings of $0.47 per share for the first quarter (Q1) after market close on Tuesday, missing Wall Street’s estimate of $0.43, according to Koyfin data. Revenue came in at $1.07 billion, also below the consensus estimate of $1.13 billion.&nbsp;"Relative to consensus, we did come a little bit lighter," Verma told Michele Steele in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=uwsttL43vMw">exclusive interview</a> with Stocktwits. "Volumes are really healthy, but what was lower on the back end was the pricing."&nbsp;<blockquote>“We look at market share, and are we winning? Are we delivering value for customers? And everything we're seeing there is great.”&nbsp;– Shiv Verma, Chief Financial Officer, Robinhood</blockquote>However, he said the driver wasn’t weak demand but more active traders, who sit on lower pricing tiers, flooding Robinhood in greater numbers than casual investors. "That brought down the overall pricing," Verma said. "That's a good thing. That means customers are engaged, they're using the platform."<h2 class="st-heading-2">Robinhood’s Crypto Revenue Takes Biggest Hit</h2>The biggest drag on Robinhood’s quarterly earnings came from crypto. Transaction revenue from digital assets fell 47% year-over-year, dropping from $252 million to $134 million, as a crypto slump that began late last year extended into early 2026. Verma didn't dispute it, but he pushed back on what it means for the broader business.&nbsp;He said that net deposits came in at $17.7 billion, equivalent to a 22% annualized growth rate, adding that gold subscribers hit an all-time high. Verma also noted that banking pulled in over $2 billion in assets in its first full quarter as a product. "Retail is healthy," Robinhood CFO said. "Despite the macro backdrop, we saw really good engagement from retail."&nbsp;<h2 class="st-heading-2">Q1 Was ‘Strange’ But April Is Better</h2>Verma added that April is tracking equity and options volumes at the highest month of the year, and on pace to be the second-best month in company history. Prediction markets, one of Robinhood's fastest-growing new products, are on track to hit $3 billion for the month and mark the second-highest month ever. "So while it was a strange quarter," he said, "I think people were encouraged by what we said about our new products and also how April is starting off."<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_141613_png_3c9246fbdd.webp" alt="Screenshot 2026-04-29 141613.png" width="1258" height="138"><figcaption>HOOD retail sentiment and message volume on April 29 as of 2:00 p.m. ET | Source: Stocktwits</figcaption></figure>HOOD’s stock was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company on the platform improved to ‘extremely bullish’ from ‘bullish’ over the past day. Chatter jumped to ‘extremely high’ from ‘normal’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rebrand-that-puts-lendingclub-in-sofi-lane-ceo-scott-sanborn-explains/cZBAGfxRe3m">EXCLUSIVE: LendingClub CEO Explains Why Happen Bank Rebrand Puts Company In SoFi’s Lane</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

A smartphone displays the logo of Robinhood Markets Inc. (Photo illustration by Cheng Xin/Getty Images)

EXCLUSIVE: Robinhood CFO Addresses HOOD Stock’s 14% Selloff — Says Market Is Misreading Q1 Earnings Miss

In an exclusive interview with Stocktwits, Robinhood CFO Shiv Verma said the Q1 earnings miss was driven by a surge in active traders on lower pricing tiers, not weak demand.

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